| Management target | Revenue FY29 |
|---|
| Revenue growth | 5% YoY consolidated growth; legacy Sudarshan growth aimed at 12-13%. |
|---|---|
| Margins | Targeting 50%+ gross margin; EBITDA margin improvement through cost reduction/synergies. |
| Demand visibility | Subdued in US/Europe decorative coatings; specialty agro/digital ink markets seeing growth. |
| Management confidence | High; citing strong foundations, unified culture, and successful debt reduction. |
Growth
Revenue grew 5% YoY; reported EBITDA increased 60%+ YoY to Rs. 266 Cr. Business EBITDA for the pigment segment reached Rs. 275 Cr.
Outlook
Reaffirmed FY29 target of Rs. 12,000 Cr+ revenue. Acquired group guidance maintained at EUR 700m revenue and EUR 35m EBITDA.
Risks
Challenges include Middle East crisis geopolitical volatility, rising energy costs in Europe/India, and increased logistics cycle times.
Last quarter's promises, checked
Delivered
- Guided Acquired EBITDA Euro 9-10m → delivered Euro 11m (= BEAT)
- Guided inventory reduction Euro 20m → delivered Euro 29m (= BEAT)
- Guided net debt reduction from INR 934 Cr → delivered INR 755 Cr (= BEAT)
Partly delivered
- Guided flattish Legacy revenue → delivered 5% growth (= BEAT/PARTIAL)
Earnings Call Transcript filed with NSE, NSE: SUDARSCHEM. Summary written with AI assistance from the document.
Sudarshan Chemical Industries Ltd: key numbers
- Share price
- ₹1,226.60
- Market cap
- ₹9,766 Cr
- Revenue (annual)
- ₹9,787 Cr
- Net profit (annual)
- ₹22.30 Cr
- P/E (TTM)
- 134.9×Sector 36.8×
- Promoter holding
- 8.19%+0.00% QoQ
- FII holding
- 8.48%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sudarshan Chemical Industries Ltd
All →Sudarshan Chemical Industries Management Change
Sudarshan Chemical Industries Limited has appointed Mr. Amit Deshpande as the company's General Counsel, effective September 21, 2026.
Sudarshan Chemical Industries Credit Rating
Crisil reaffirmed Sudarshan Chemical's 'Crisil A1+' rating on its Rs.50 Crore Commercial Paper programme. The reaffirmation reflects adequate liquidity and stable financial risk profile.
Sudarshan Chemical Industries Other Announcement
Sudarshan Chemical disclosed a voluntary Crisil ESG rating of 53 and Core ESG rating of 55 for FY26. No transaction or business event is involved.
Sudarshan Chemical Industries Other Announcement
Sudarshan Chemical Industries issued a corrigendum to its investor presentation regarding the divestment of VP4 Frankfurt GmbH. The correction clarifies Mitsui & Co.'s involvement in the deal.
Sudarshan Chemical Industries Management Change
Mr. Mandar Velankar has resigned as General Counsel, Company Secretary, and Compliance Officer of Sudarshan Chemical Industries Limited, effective September 1, 2026.
Sudarshan Chemical Industries Merger & Restructuring Worth ₹726.8 Cr
Sudarshan Chemical Industries Limited will divest its 100% stake in step-down subsidiary VP4 Frankfurt GmbH to Celanese US Holdings LLC. The cash transaction is valued at EUR 76.5 million.
- Value
- ₹726.8 Cr
- Execution
- Expected completion by 02-11-2026